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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,278 | $156,398-66.6% | $147,318-64.5% | $138,895-62.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.93% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $16,784 | $4,853+245.8% | $4,593+265.4% | $4,194+300.2% |
| Participant deferral / active EE | $26,284 | $8,237+219.1% | $7,906+232.4% | $6,396+310.9% |
| Admin fee / account holder | $23,466 | $14,976+56.7% | $13,708+71.2% | $12,562+86.8% |